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Subscription payment profile

This articles describes about subscription payment profiles and how to select the payment method and payment gateway for individual subscriptions under the same Billing Account.

Subscription payment profiles lets you specify the payment method and payment gateway for an individual subscription. This is useful when a customer has multiple payment methods or different subscriptions under the same Billing Account require different payment configurations. The selected values are applied to the subscription in Zuora Billing after the subscription is created.

Prerequisites

  • Payment methods and payment gateways are configured in Zuora Billing.

  • The billing account contains at least one active electronic payment method.

  • Flexible Billing in Quote Studio is enabled in Quote Studio settings.

  • The payment page setup is configured for your user profile in Quote Studio.

  • The Electronic Payment Method Processing Option is configured under Zuora Config > Quote Configuration Settings.

  • The Subscription Payment Gateway and Subscription Payment Method fields are added to the CPQX_Subscription_Billing_Attributes field set on the Quote Object to display these fields in Quote Studio.

Note: Cash and Check payment methods are not supported.

Configure subscription payment profile

In the Subscription Billing Attributes section of Quote Studio, configure the subscription payment method and subscription payment gateway for the subscription.

Subscription payment method

From the Subscription Payment Method dropdown, perform one of the following action:

  • Select an existing active payment method associated with the Billing Account.

  • Select Create New Payment Method to create a new payment method.

    • Save and Submit the quote. Then create the electronic payment method from the Quote Detail page and then send the quote to Zuora. CPQ stores the created Billing payment method Id on the quote and uses it for the subscription payment profile. To create a new payment method, see Create new payment method.

Subscription payment gateway

From the Subscription Payment Gateway dropdown,perform one of the following action:

  • Select Use Default Gateway to allow Zuora Billing to determine the gateway based on its configured defaults.

  • Select a specific payment gateway configured in Zuora Billing.

Note: Create and configure payment gateways in Zuora Billing before using them in Quote Studio.